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SHP Wealth Management’s Verizon VZ Stock Holding History

SHP Wealth Management’s Portfolio VZ Stock Details VZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$994K Buy
23,475
+648
+3% +$30.4K 0.07% 100
2026
Q1 		$1.15M Buy
22,827
+4
+0% +$185 0.09% 69
2025
Q4 		$930K Buy
+22,823
New +$926K 0.07% 87

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SHP Wealth Management's VZ Position: Q2 2026 in Review

SHP Wealth Management increased its Verizon (VZ) stake by 2.8% in Q2 2026, buying an estimated $30.4K and bringing the position to 23,475 shares worth $994K. The position accounts for 0.07% of the portfolio, ranked #100.

SHP Wealth Management first reported a position in VZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.15M in Q1 2026. 3,160 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • SHP Wealth Management held 23,475 shares of Verizon worth $994K as of Q2 2026.
  • SHP Wealth Management bought 648 Verizon shares in Q2 2026, an estimated $30.4K.
  • Verizon made up 0.07% of SHP Wealth Management's portfolio in Q2 2026, its #100 holding.
  • SHP Wealth Management first reported a position in Verizon in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Verizon position peaked at $1.15M in Q1 2026.
  • 3,160 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.